See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,613 | $217,402-68.0% | $185,823-62.5% | $167,490-58.4% |
| Participation rate | 75.0% | 86.0%-11.0pp | 81.7%-6.7pp | 82.1%-7.1pp |
| Annual return | 5.81% | 148.36%-142.5pp | 122.05%-116.2pp | 478.56%-472.7pp |
| Employer contribution / active EE | $1,830 | $5,873-68.8% | $5,167-64.6% | $4,837-62.2% |
| Participant deferral / active EE | $10,578 | $6,356+66.4% | $5,568+90.0% | $6,341+66.8% |
| Admin fee / account holder | $551 | $19,811-97.2% | $16,237-96.6% | $12,309-95.5% |